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Solutions · Investment Bank

Build your bank brain.Never lose a relationship.Every deal, cleanly organised.Draft the book from source docs.Query every deal you have run.

Every deal, contact and organisation in one clean store, so the whole history is queryable and the next book drafts itself from the documents you already have.

For managing directors, VPs and analysts.

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Your stack, structured into one firm brain
01 · The problem

Everyone we talk to names a different one.

Every pitch starts by rebuilding comps we ran last month.— Managing Director
The full history with a client lives in five inboxes.— Vice President
Analysts spend the night reformatting the same tables.— Associate
When a banker leaves, the relationship goes with them.— Managing Director
I cannot find the last CIM we drafted in this sector.— Vice President
Buyer lists get rebuilt from scratch every mandate.— Analyst
Our deal history is a folder nobody can search.— Managing Director
I want one place that knows every deal, contact and org.— Partner
02 · What you can build

One platform, the whole deal journey.

These are the bigger workflows we build with you. From that foundation, every one of these agents and apps is configured to how your firm actually works.

Show
  1. 01Pipeline & mandates
    • Inbox triage
    • Mandate pipeline snapshot
    • Banker intelligence
    • CRM
    • Pipeline
  2. 02CIM & materials
    • CIM & teaser drafting
    • Table & chart extraction
    • Financial reconciliation
    • CIM Templates
    • Documents
  3. 03Buyer outreach
    • Buyer-list building
    • Smart org lists
    • Outreach monitoring
    • Buyer Tracker
    • Contacts
  4. 04Process management
    • Per-deal task tracking
    • Milestone monitoring
    • Status updates
    • Process Dashboard
    • Task Tracker
  5. 05Data room & Q&A
    • Q&A / IRQ answering
    • SPA version diff
    • Disclosure cross-reference
    • Q&A Tracker
    • Data Room
  6. 06Research & memory
    • Sell-side research pull
    • Queryable deal history
    • Deal Memory
    • Workpapers

Agent — runs on a trigger, does the work, reports back. App — a live view your team opens any time, always current.

03 · Example workflows

The agents and apps, chained into real workflows.

Any of these building blocks can be assembled into an automation that runs end to end. A few we build most often.

Pitch in a morning
A new mandate landsTrigger
Pull comps and precedents
Reconcile the financials
Draft the pitch pages
→A first-draft book on the house template
Call-ready in minutes
A client call is bookedTrigger
Pull the full relationship history
Summarise every touchpoint
Surface the open threads
→A one-page call brief, sources cited
Buyer list to outreach
A sell-side mandate kicks offTrigger
Build the buyer universe
Score strategic & financial fit
Draft the outreach and tracker
→A live buyer tracker, NDA to IOI
04 · Proof
16 minTo a comps set and first-draft pitch.Every dealContact and org in one queryable store.ZeroRelationships lost when a banker leaves.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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